Advice for Financial Advisors who are Transitioning away from their Broker Dealer

Nov 14, 2018 / Financial Advisors

As evidenced by recent events at Wells Fargo, many financial advisors become troubled by what they perceive to be the greedy practices of their own firms. Top Advisors often begin to see that the internal culture and incentives of their broker dealer are not aligned with the best interest of their clients. As a result, financial advisors often look for an alternative platform that will better serve their clients. If […]

Learn More

Reflections on Pittsburgh

Oct 31, 2018 / Videos

We take a break from our standard content for this weeks video to send out our condolences to the people of Pittsburgh, the synagogue, and the family members of the individuals that lost their lives.

Learn More

The Dangers of Trusting Business Brokers When Loaning or Investing

Oct 17, 2018 / protecting investors

Business brokers are traditionally considered to be professionals who are in the business of finding a buyer for someone who wants to sell a successful business in lieu of a succession plan. Recently, however, we have received several calls from people who have simply invested in or loaned money to a business that was recommended by a questionable “Business Broker.” From our perspective, this is generally a bad idea for […]

Learn More